Writing for Planned Giving Today®
Topic Suggestions
- Are We Getting Too Clever?
(vs. simple emphasis on bequests, gift annuities)
- How to Involve Your CEO in
Planned Giving
- The Downside of Really Big
Gifts (new expectations, gift flow, control, etc.)
- Three Issues Worth Debating
(choose them)
- Halitosis and Other Gift
Killers
- Why Lead Trusts Look Good
- How to Deal With Skeptical
Attorneys
- The Three Questions Donors Ask
Me Most
- How to Sell Your Program at
Home (getting your co-workers excited about PG)
- Planned Giving Audits -- What
They Are, Who Needs Them, Who Doesn't
- How to Trim Your Program to
Run Better
- PLRs: When You Need Them; When
You Don't
- Twenty-one Ways to Say, "Thank
You"
- Watch Your Weight - Program
Calories You Can Do Without
- How to Resign Gracefully (job
searching, former prospects, protocol, etc.)
- Little Things (the importance
of those little things we easily overlook)
- What to Remember About the
Elderly
- How I Use a Laptop Computer
With Prospects
- What I Learned From My Most
Embarrassing Moment as a Gift Planner
- After a Wills Program, What
Then? (gift annuities? PIF? trusts?)
- The Endowment Connection
(gaining planned gifts by promoting endowments)
- How to Keep Up With Planned
Giving (publications, seminars, affiliations, etc.)
- The Insurance Component
(sensible ways to use insurance in a PG program)
- Guidelines for Working with
Insurance Professionals
- Could You Be Sued? (liability
issues relating to PGOs)
- Creative Ways to Use the "Rate-of-the-Month" in Marketing
- How to Establish a Basic PG
Program
- Five Tips for a Better Seminar
- How to Advertise for Planned
Gifts in the Public Media
- Repeat Business: How to Get
Second and Third Gifts
- The Downside of Endowments
- How to Maintain Your Sense of
Humor
- How to Prepare for That First
Visit
- How to Design and Use a Direct
Mail Response Device
- How to Have a Successful
Recognition Society
- Three Things Your CEO Doesn't
Know About PG
- How to Schedule Your Time for
More Gifts
- Are You Neglecting Your
Donors? (going after prospects vs. caring for givers)
- Real Estate Gifts Worth
Forgetting
- Five Ways to Slice a CRUT
- How to Get Along With the
Business Office
- Gift Devices We Easily
Overlook
- Gift Acceptance Policies: Why
You Need Them
- Men: How to Deal With Frisky
Widows
- Gift Suggestions for Young
Professionals
- Value Transmission Through
Planned Giving
- Niche Marketing
- On Being a Multiple
Remainderman
- CRUT Payout Rates: How High
Should We Go?
- Keeping Up With the IRS (how
to stay informed)
- Three things I Hate About My
Job
- Metaphor Marketing (e.g. give
the cow, keep the milk; give the chicken, keep the eggs; give the tree keep the fruit; give the sheep, give the
wool, etc.)
- Nightmare on Gift Street
- Nine Ways to Kill a Gift
- How to "Fire" Your
Board
- Women: How to Deal With Overly
Friendly Donors
- Layovers, Lax Time and Long
Drives: Redeeming the Time
- Bequest Options: Ways to Give
Through a Will
- Perils of Gift Planning
(unauthorized practice of law, undue influence, limited disclosure, etc.)
- The Place of Gift Planning in
Capital Campaigns
- How to Improve Your Donor
Files
- How to Scare Your Prospects
- Humor and Donor Cultivation
- Five Things I'd Do Differently
- Bread, Butter and Bequests
- What a Consultant Can't Do for
You
- How to Listen Effectively
- Seven Tips for a Better Visit
- Pros and Cons of Telemarketing
for Planned Gifts
- Planned Giving and Tangible
Personal Property
- Will Kits: Use and Abuse
- Planned and Major Gifts:
What's the Difference?
- The Making of a PGO
- How to Involve Volunteers in
PG Marketing
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